Latest Institutional Transactions on Salesforce, Inc. (CRM)
This table provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-92- 0.44% |
$21.9K - $25.4K
|
20.7K
$7.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-16- 0.01% |
$3.81K - $4.42K
|
115K
$39.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
49+ 5.16% |
$11.7K - $13.5K
|
999
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-214- 21.15% |
$51K - $59.2K
|
798
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.5% |
$12.6K - $14.7K
|
10.7K
$3.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
44+ 110.0% |
$10.5K - $12.2K
|
84
$28.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-60- 4.64% |
$14.3K - $16.6K
|
1.23K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-43- 2.68% |
$10.3K - $11.9K
|
1.56K
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
96+ 67.61% |
$22.9K - $26.5K
|
238
$81.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
38+ 0.41% |
$9.06K - $10.5K
|
9.31K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
11.4KNew |
$2.72M - $3.15M
|
11.4K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-70- 1.13% |
$16.7K - $19.4K
|
6.1K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 21.28% |
$2.38K - $2.77K
|
37
$12.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.74K+ 122.52% |
$654K - $758K
|
4.98K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
60+ 2.62% |
$14.3K - $16.6K
|
2.35K
$803K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-25- 2.02% |
$5.96K - $6.91K
|
1.22K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
40+ 1.78% |
$9.54K - $11.1K
|
2.28K
$781K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
988New |
$236K - $273K
|
988
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.57K- 1.63% |
$373K - $433K
|
94.6K
$32.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.31% |
$2.15K - $2.49K
|
2.85K
$975K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-83- 0.62% |
$19.8K - $23K
|
13.3K
$4.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.8K+ 252.1% |
$3.3M - $3.83M
|
19.3K
$6.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
359+ 3.87% |
$85.6K - $99.3K
|
9.64K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-34- 1.7% |
$8.11K - $9.4K
|
1.97K
$673K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
231+ 2.54% |
$55.1K - $63.9K
|
9.32K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
11+ 1.22% |
$2.62K - $3.04K
|
912
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 44.72% |
$59.6K - $69.1K
|
309
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-296- 5.18% |
$70.6K - $81.9K
|
5.42K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-197- 16.15% |
$47K - $54.5K
|
1.02K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-607- 4.97% |
$145K - $168K
|
11.6K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
98+ 9.57% |
$23.4K - $27.1K
|
1.12K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-182- 0.56% |
$43.4K - $50.3K
|
32.4K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.41K+ 29.0% |
$1.29M - $1.49M
|
24K
$8.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17.4K- 48.25% |
$4.14M - $4.8M
|
18.6K
$6.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
749+ 18.36% |
$179K - $207K
|
4.83K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
748+ 12.44% |
$178K - $207K
|
6.76K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-13- 1.03% |
$3.1K - $3.59K
|
1.25K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.15K+ 22.04% |
$988K - $1.15M
|
23K
$7.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 3.67% |
$954 - $1.11K
|
105
$35.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-42.2K- 1.59% |
$10.1M - $11.7M
|
2.61M
$892M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
49.5K+ 1875.54% |
$11.8M - $13.7M
|
52.2K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.66K- 1.47% |
$1.11M - $1.29M
|
313K
$107M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.06K+ 80.57% |
$731K - $847K
|
6.87K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
838New |
$200K - $232K
|
838
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 5.85% |
$33.1K - $38.4K
|
2.52K
$860K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
148+ 13.26% |
$35.3K - $40.9K
|
1.26K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.31% |
$5.72K - $6.64K
|
7.79K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-123- 5.38% |
$29.3K - $34K
|
2.16K
$740K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
18+ 19.35% |
$4.29K - $4.98K
|
111
$37.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
149+ 19.15% |
$35.5K - $41.2K
|
927
$317K
|